Our experts on staff are here to speak with you to provide fresh dialogue and insight into trends in their respective issue areas that helps grow a vibrant region.

To speak with any of our staff experts, contact Theresa Nakata, Vice President, Chief Marketing & Communications Officer, at (619) 814-1305 or


Endowments: Candace Wo

Institutional Investments: Matt Fettig

Mitigation Funds: Candace Wo

Nonprofit Organizations & Grantmaking: Katie Rast

Philanthropy & Charitable Giving: Brian Zumbano

Planned Giving: Leslie Klein, CFP®

Regional Philanthropy: Trudy Armstrong

Program Areas

Age-Friendly Communities: Katie Rast

Balboa Park: Theresa Nakata

Civic Engagement: Theresa Nakata

Climate: Pamela Gray Payton

Community Health & Wellness: Katie Rast

Creative Workforce: Katie Rast

Disaster Response & Preparedness: Everett Au

Environment: Pamela Gray Payton

Scholarships & Education: Danielle Valenciano